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Building 2COOKE WEALTH MANAGEMENT, LLC

Map pinIRVINE, CA
Phone949-724-3880
NotebookSEC #801-132264
Total AUM
$136.9M
Employees
3
Clients
117

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
18881 VON KARMAN AVE.
SUITE 1420
IRVINE
CA 92612
United States
Operating Hours
9:00AM - 5:00 PM
Monday - Friday
Phone
949-724-3880

ReceiptFinancials

Total AUM
$136.9M
Accounts
303
Discretionary
$132.6M
Accounts
294
Non-Discretionary
$4.3M
Accounts
9

ContactClients

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Individual Clients
70
AUM
$26M
HNW Individual Clients
44
AUM
$105.3M
Pension/Profit Sharing Plan Clients
1
AUM
$1.8M
Charitable Organization Clients
1
AUM
$1.6M
Corporation or Business Clients
1
AUM
$2.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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